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Financial Advisor   

$34MM AUM | $335,000 GDC in Livonia, MI

Member Level
Basic
Last Activity
6 months or more

Business Mix:

10% Comm
90% Fee

General

Location
Livonia, MI, US
12 Month Gross Revenue
$335,000
Number of Accounts
565
Avg Client Age
57

Overview

We are a wealth management and planning firm based in Southeast Michigan working with select families and individuals from coast to coast.

 
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